To target a positive capital return of cash plus 3.5%(not guaranteed) over the medium term with a focus on capital preservation, across the market cycle. The investment style is focused on generating low volatility of returns relative to the stockmarket. This will be achieved by utilising principally absolute return funds, alternative assets, fixed income and multi asset investment strategies with a minimum exposure to equites, via a portfolio of unit trusts, OEICs and investment trusts. The benchmarks are the FTSE Private Investor Conservative Index and the FTSE All-Share Index.
Important Investment Notice: The value of investments can fall and you may get back less than you invested. Past performance is not a reliable indicator of future returns. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice based on your personal circumstances before investing. The information provided on this website is intended for UK residents only. By continuing to use this website you confirm that you have the necessary right to do so. In particular the information provided does not constitute an offer to sell or buy securities for the benefit of any US resident or US person.
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